Taylor Fike
Advisor at Fike Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fike Advisors, LLC
Location
Wooster, OH 44691
Credentials
Series 65
Industry experience
11 years
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Investment Analysis: fixed fee ranging $250 to $500 depending on complexity
$0 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
Financial Planning Services: $200 per hour
Fee-only: Financial Planning Services: $200 per hour; Investment Analysis: negotiable fixed fee $250 to $500
Work history
Taylor Fike Insurance
2018 - Present (8 years)
Fike Advisors, LLC
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kelly U
Series 63, Series 66
Doylestown, OH
Fidelity
Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.
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Series 65
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